John Tousley
CFA, Senior Strategist, Goldman Sachs Asset Management’s Strategic Advisory Solutions Team

John has been with the firm 18 years and he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. He was named managing director in 2011 and has 27 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder. After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City three years ago, where they enjoy all things outdoor.

Lynne Kinney
Principal of CKW Financial Group and CIO of CKW Global Balanced Model

Lynne is ranked in the top 5% of Morningstar’s world allocation strategy. Lynne specializes in retirement planning, client strategies, dynamic asset allocation, and investment implementation to provide overtime, risk-adjusted returns that will help clients achieve their goals. With over 25 years in the financial industry, Lynne was a Fidelity featured RIA and nominated as Wealth Management’s Top 25 Women-owned RIAs.

Carl Choy
Principal of CKW Financial Group

Carl is a co-strategist of the CKW Global Balanced Model with Ms. Kinney. Carl focuses on estate planning, client strategies, dynamic asset allocation, and investment implementation to protect clients’ capital during volatile markets while preparing to capture incremental returns over time. With over 35 years of experience, Carl was featured as Hawaii’s #1 Advisor by Hawaii Business Magazine.